APTARGROUP, INC. — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
Aptar reported Q2 2026 net sales of $1.026 billion (up 6% YoY; first time exceeding $1B), with net income of $88 million and diluted EPS of $1.36, down from $1.67 in Q2 2025. Core sales grew only 1%, reflecting unfavorable product mix and operational headwinds across all three segments (Pharma adjusted EBITDA margin 33.6% vs 35.4%; Beauty 12.2% vs 14.1%; Closures 14.9% vs 16.9%). The company returned $212M YTD to shareholders via repurchases and dividends. CEO Stephan Tanda is departing; Gael Touya assumes role September 1, 2026. Q3 2026 adjusted EPS guidance: $1.45–$1.53.
Why this rating
6% topline growth masks 1% core growth; margin compression across all segments material; EPS down 19% YoY despite sales growth. Relative to $10.3B market cap, $1.03B quarterly sales is ~10%; margin pressure ($212M adjusted EBITDA vs $218M prior year, -2.8%) is concerning. CEO transition neutral to slightly negative timing. Not business-threatening, but material execution risk.
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